Latest Institutional Transactions on First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information on the latest institutional transactions involving First Tr Enhanced Traded Fd Iv (FTSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
334KNew |
$20M - $20.1M
|
334K
$20M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
24.2K+ 8.21% |
$1.45M - $1.45M
|
319K
$19.1M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
38.6K+ 17.5% |
$2.31M - $2.32M
|
259K
$15.6M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
229K+ 8.68% |
$13.7M - $13.8M
|
2.87M
$172M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
400+ 11.22% |
$23.9K - $24K
|
3.97K
$238K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-11.3K- 18.51% |
$674K - $677K
|
49.6K
$2.98M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
423+ 1566.67% |
$25.3K - $25.4K
|
450
$27K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-695- 7.96% |
$41.6K - $41.7K
|
8.04K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48New |
$2.87K - $2.88K
|
48
$2.88K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$6.75M - $6.78M
|
113K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-419K- 23.29% |
$25.1M - $25.2M
|
1.38M
$82.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.95K- 13.55% |
$236K - $237K
|
25.2K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.83K+ 38.44% |
$169K - $170K
|
10.2K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 18.57% |
$399K - $401K
|
29.3K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12KNew |
$720K - $723K
|
12K
$722K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.95K- 9.29% |
$296K - $297K
|
48.3K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.1K- 28.85% |
$1.08M - $1.09M
|
44.7K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
2.85K+ 56.15% |
$170K - $171K
|
7.93K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.35KNew |
$200K - $201K
|
3.35K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-32- 0.75% |
$1.91K - $1.92K
|
4.25K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.56K- 35.04% |
$153K - $154K
|
4.75K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-246- 0.85% |
$14.7K - $14.8K
|
28.8K
$1.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9KNew |
$652K - $655K
|
10.9K
$654K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-150- 4.13% |
$8.97K - $9.01K
|
3.48K
$209K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-230- 1.27% |
$13.8K - $13.8K
|
17.9K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.51K+ 2.95% |
$509K - $511K
|
296K
$17.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
4.2KNew |
$251K - $252K
|
4.2K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.13K+ 2.32% |
$67.6K - $67.9K
|
49.9K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
7.25KNew |
$434K - $436K
|
7.25K
$435K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.77K+ 39.46% |
$165K - $166K
|
9.78K
$587K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-18K- 21.61% |
$1.08M - $1.08M
|
65.5K
$3.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
617+ 2.41% |
$36.9K - $37.1K
|
26.2K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
208New |
$12.4K - $12.5K
|
208
$12.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25KNew |
$1.5M - $1.5M
|
25K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-425- 1.18% |
$25.4K - $25.5K
|
35.5K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-421- 9.99% |
$25.2K - $25.3K
|
3.79K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 6.55% |
$194K - $195K
|
46.3K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.08K+ 28.63% |
$64.8K - $65.1K
|
4.87K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.71K+ 10.62% |
$222K - $223K
|
38.7K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 3.85% |
$59.8 - $60.1
|
27
$1.62K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.2K- 17.64% |
$1.69M - $1.69M
|
132K
$7.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.72KNew |
$223K - $224K
|
3.72K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 1.59% |
$59.8 - $60.1
|
64
$3.84K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
143KNew |
$8.55M - $8.59M
|
143K
$8.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-918- 19.23% |
$54.9K - $55.1K
|
3.86K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.2K+ 16.4% |
$490K - $493K
|
58.2K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.23K+ 11.64% |
$73.6K - $73.9K
|
11.8K
$708K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
446+ 7.88% |
$26.7K - $26.8K
|
6.11K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
65+ 1.11% |
$3.89K - $3.9K
|
5.92K
$355K
|
|